Position in AEM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,478,169
-$1,205,391 QoQ
Shares Held
22,421
-2.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#350
of 1,051 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $13,972,290 across 7 Gold names. AEM ranks #3 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDE |
Coeur Mining, Inc.
|
231,377 | $3,776,072 | |
| 2 | AGI |
Alamos Gold Inc
|
118,799 | $3,604,361 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
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|
22,421 | $3,478,169 | |
| 4 | SSRM |
Ssr Mining Inc.
|
36,000 | $1,018,080 | |
| 5 | NEM |
NEWMONT Corp /DE/
|
9,989 | $932,972 | |
| 6 | OR |
OR Royalties Inc.
|
23,409 | $740,426 | |
| 7 | WPM |
Wheaton Precious Metals Corp.
|
3,759 | $422,210 |
All Filings in AEM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,478,169 | 22,421 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,683,560 | 23,074 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,678,688 | 27,598 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,859,584 | 28,830 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,195,768 | 26,871 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $9,614,668 | 122,934 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $12,349,525 | 153,296 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $11,000,410 | 168,202 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $10,911,535 | 182,926 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $10,106,331 | 184,254 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $8,313,986 | 182,926 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $9,345,260 | 186,980 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $8,026,042 | 157,466 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $7,608,632 | 146,348 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $6,464,272 | 153,073 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $7,072,162 | 154,549 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $9,554,113 | 156,011 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $3,439,752 | 64,730 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $3,459,950 | 66,730 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $4,003,603 | 66,230 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $4,097,572 | 70,880 | Shares | Other | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||